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Peak shares owned by Iron Financial

Quarter-by-quarter ownership of Peak (DOC) shares owned by Iron Financial from 13F filings

Historical chart of Iron Financial investment in Peak

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All positions including Peak held by Iron Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Peak by Iron Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $202k 12k 16.43

More positions owned by Iron Financial

Cme (CME)
Apple (AAPL)
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Spdr Series Trust State Street Spd (SPTM)
Schwab Strategic Tr Internl Divid (SCHY)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ishares Msci Gbl Min Vol (ACWV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr Ultra Short Dur (ICSH)
Ishares Tr Ibonds Dec2026 (IBDR)
Spdr Series Trust State Street Spd (SPSB)

View all positions for Iron Financial

Top funds holding Peak

Vanguard Group
BlackRock
Vanguard Portfolio Management
State Street Corporation
Vanguard Capital Management
Hanna Zanoni
Geode Capital Management
Invesco
Principal Financial Group
Bank of New York Mellon
Morgan Stanley
Bank of America Corporation
Charles Schwab Investment Management
Dimensional Fund Advisors
FMR

View all funds holding Peak